Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vinit? Claim Your ProfileVinit Madan is a financial advisor with Prime Capital Financial. Vinit has been in the financial services industry for over 25 years and has a strong track record of helping clients achieve their financial goals. Vinit has worked for a number of firms throughout his career, including Morgan Stanley, Ameritas Investment Company, LLC and Gabelli & Company, Inc.. Vinit holds Series 7, 63, 66 and SIE licenses. Vinit specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Vinit is committed to providing his clients with personalized advice and helping them make informed decisions about their financial future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
CA
05/03/2022 - Present
Prime Capital Financial (Costa Mesa CA)
CA
12/06/2021 - 01/26/2022
AMERITAS INVESTMENT COMPANY, LLC (COSTA MESA CA)
CA
10/05/2016 - 12/16/2019
MORGAN STANLEY (IRVINE CA)
NY
06/10/1998 - 06/01/2000
GABELLI & COMPANY, INC. (RYE NY)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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